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New Outlook Message Form for Salesforce.com

Posted on 2010-09-22
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Last Modified: 2013-11-25
Using
  -  SalesForce.com
  -  SalesForce.com Outlook Add-In
  -  Outlook 2007

Have created a new Outlook Message form (OK...plagiarized the standard MS Message form) and want to replace the Send Button with the actions that occur when the SFDC Outlook add-in "Send and Add" button is clicked.  [Optionally, I'd be OK with adding an additional button to the form].

I've opened the code behind the standard Message form and of course found no code behind the form.  Didn't find much help in the SFDC Community Forum.

Asking for a 'point in the right direction'.
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Question by:chas-C2
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David Lee earned 250 total points
ID: 33756838
Hi, chas-C2.

I've never used Salesforce and don't anything about how it or the SFDC add-in works.  I can help a little with the Outlook side of this.  There may not be any need to replace the Send button.  You can hook the event and do whatever you need behind the scenes.  As you've already discovered there is no code behind the message form (or any default Outlook form for that matter).  You can add code though.  To trap the Send event you'll want something like

Sub Item_Send()
    'Your code goes here'
End Sub
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Author Closing Comment

by:chas-C2
ID: 33757190
Many thanks for the assist.  That will certainly get me started!
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Expert Comment

by:David Lee
ID: 33757542
You're welcome.
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